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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

480 hedge funds and large institutions have $1.82B invested in Schwab US Mid-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 215 increasing their positions, 124 reducing their positions, and 51 closing their positions.

Holders
480
Holders Change
+43
Holders Change %
+9.84%
% of All Funds
10.71%
Holding in Top 10
65
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.33%
% of All Funds
1.45%
New
97
Increased
215
Reduced
124
Closed
51
Calls
$350K
Puts
$7K
Net Calls
+$343K
Net Calls Change
-$112K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$98.2M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$44.5M
3
DCM
3
DeGreen Capital Management
Arizona
$25.3M
4
JFG
4
JMG Financial Group
Illinois
$30M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$20.1M

Top Sellers

1
AA
1
Apriem Advisors
California
$0
2
PRS
2
Pinkerton Retirement Specialists
Idaho
$260K
3
CWM
3
Cornerstone Wealth Management
Missouri
$465K
4
AWS
4
AJ Wealth Strategies
New York
$8.23M
5
KP
5
Keel Point
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
101
Advisory Alpha
Michigan
$4.77M +$2.54M +140,466 +113%
TYCC
102
Texas Yale Capital Corp
Florida
$4.69M +$265K +16,617 +6%
FI
103
FormulaFolio Investments
Michigan
$4.68M – – –
MML Investors Services
104
MML Investors Services
Massachusetts
$4.58M +$1.03M +64,485 +29%
CMP
105
Courage Miller Partners
Virginia
$4.57M +$222K +13,875 +5%
IWS
106
Insight Wealth Strategies
California
$4.55M +$4.55M +284,919 New
AWM
107
Avior Wealth Management
Nebraska
$4.43M +$167K +10,425 +4%
MAS
108
Madden Advisory Services
Florida
$4.43M +$111K +6,966 +3%
BAM
109
Berkshire Asset Management
Pennsylvania
$4.36M -$20K -1,251 -0.5%
IA
110
IFP Advisors
Florida
$4.24M -$604K -38,157 -12%
CCM
111
Colorado Capital Management
Colorado
$3.89M -$384K -24,024 -9%
KBFS
112
Kohmann Bosshard Financial Services
Ohio
$3.85M -$32.4K -2,025 -0.8%
Bank of America
113
Bank of America
North Carolina
$3.84M -$2.52M -157,530 -40%
FCAG
114
First Capital Advisors Group
New Jersey
$3.74M -$290K -18,132 -7%
KF
115
Krilogy Financial
Missouri
$3.72M -$12.7K -795 -0.3%
GCP
116
Gill Capital Partners
Colorado
$3.67M +$3.67M +182,493 New
CFA
117
Cahill Financial Advisors
Minnesota
$3.64M -$47.7K -2,982 -1%
QAM
118
QCI Asset Management
New York
$3.62M -$442K -27,636 -11%
BL
119
BCWM LLC
Kansas
$3.56M -$180K -1,128 -5%
SBA
120
Secrest Blakey & Associates
North Carolina
$3.53M -$610K -38,211 -15%
AL
121
Aspiriant LLC
California
$3.27M -$587K -36,696 -15%
Jane Street
122
Jane Street
New York
$3.2M -$4.82M -301,527 -60%
PAG
123
Private Advisor Group
New Jersey
$3.18M +$524K +32,796 +20%
NWS
124
Newport Wealth Strategies
California
$3.16M -$232K -13,890 -7%
VBFG
125
Vishria Bird Financial Group
Tennessee
$3.15M +$3.15M +196,971 New
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5
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